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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-08 |
| MN | RA | APPROVED | 2019-11-14 |
Branch Locations
14275 Golf Course Road Suite 300, Baxter, MN 56425 • United States
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
14275 Golf Course Road North Suite 300, Brainerd, MN 56425 • United States
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Annandale | MN | 08/2016 | 11/2016 |
| Ascensus | Brainerd | MN | 11/2016 | 08/2019 |
| Unemployed | Brainerd | MN | 08/2019 | 10/2019 |
| Cliftonlarsonallen Wealth Advisors, Llc | Brainerd | MN | 11/2019 | Present |
| Cliftonlarsonallen Llp | Brainerd | MN | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-17 |
| S65 | Uniform Investment Adviser Law Examination | 2001-10-16 |
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